|
1601
|
Financial Perspectives
Minneapolis,
Minnesota
|
$1.38M
|
+$787K
|
+1,972
|
+105%
|
|
|
1602
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$1.38M
|
-$161K
|
-403
|
-9%
|
|
|
1603
|
Private Capital Management (Florida)
Naples,
Florida
|
$1.38M
|
-$172K
|
-430
|
-10%
|
|
|
1604
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1.37M
|
–
|
–
|
–
|
|
|
1605
|
Institute for Wealth Management
Denver,
Colorado
|
$1.37M
|
–
|
–
|
–
|
|
|
1606
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$1.37M
|
+$91.4K
|
+229
|
+6%
|
|
|
1607
|
JFG Wealth Management
Denver,
Colorado
|
$1.37M
|
–
|
–
|
–
|
|
|
1608
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.35M
|
+$37.9K
|
+95
|
+3%
|
|
|
1609
|
Gratus Capital
Atlanta,
Georgia
|
$1.35M
|
+$473K
|
+1,184
|
+46%
|
|
|
1610
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.35M
|
+$47.9K
|
+120
|
+3%
|
|
|
1611
|
Citizens Business Bank
Ontario,
California
|
$1.35M
|
–
|
–
|
–
|
|
|
1612
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.35M
|
+$485K
|
+1,214
|
+48%
|
|
|
1613
|
Mairs & Power Inc
St Paul,
Minnesota
|
$1.34M
|
+$20K
|
+50
|
+1%
|
|
|
1614
|
ACT Advisors
Asheville,
North Carolina
|
$1.34M
|
+$1.5M
|
+3,747
|
New
|
|
|
1615
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$1.34M
|
-$25.2K
|
-63
|
-2%
|
|
|
1616
|
Trust Company of Toledo
Holland,
Ohio
|
$1.34M
|
–
|
–
|
–
|
|
|
1617
|
UBP Investment Advisors
Geneva,
Switzerland
|
$1.34M
|
–
|
–
|
–
|
|
|
1618
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.34M
|
-$26.4K
|
-66
|
-2%
|
|
|
1619
|
McCutchen Group
Seattle,
Washington
|
$1.34M
|
–
|
–
|
–
|
|
|
1620
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.33M
|
-$2.31M
|
-5,777
|
-61%
|
|
|
1621
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.32M
|
-$392K
|
-981
|
-21%
|
|
|
1622
|
McRae Capital Management
Morristown,
New Jersey
|
$1.32M
|
-$59.9K
|
-150
|
-4%
|
|
|
1623
|
JGP Wealth Management
Bend,
Oregon
|
$1.32M
|
+$1.2K
|
+3
|
+0.1%
|
|
|
1624
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.31M
|
+$23.6K
|
+59
|
+2%
|
|
|
1625
|
All Season Financial Advisors
Denver,
Colorado
|
$1.31M
|
+$83.1K
|
+208
|
+6%
|
|
